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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,773 | $108,285-84.5% | $77,552-78.4% | $158,982-89.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.31% | 31.69%-19.4pp | 54.82%-42.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $3,088 | $1,325+133.1% | $987+213.0% | $4,763-35.2% |
| Participant deferral / active EE | $3,604 | $2,455+46.8% | $1,861+93.7% | $5,983-39.8% |
| Admin fee / account holder | $233 | $3,709-93.7% | $2,859-91.8% | $11,252-97.9% |